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Daily Money Management Services
Whether you're local to Portland/Vancouver or working with us remotely, we handle your everyday money tasks so things stay organized and stress-free. We support seniors, families, busy professionals, and individuals with disabilities who want dependable help with bills, paperwork, and household finances. Let us manage the details so you can focus on what matters most.
Service Overview - SDS Smart Daily Services
Learn More About Our Daily Money Management Services
We ensure your bills are paid on time, set up auto-pay where possible, and monitor for fraudulent or duplicate charges so you don’t have to worry.
We track your spending, reconcile accounts, and provide clear monthly summaries so you always know where your money goes.
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We sort, organize, and securely store your financial mail and paperwork so nothing important is missed.
We organize, digitize, and securely store your financial documents so they’re easy to access whenever you or your professionals need them.
We review policies, track claims, and follow up with providers for accurate, timely resolution.
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We coordinate with your CPA, attorney, fiduciary, or care manager to keep your day-to-day money tasks aligned and organized.
Optional Add-on Sevice: Personal Assistant
Need help beyond money tasks? We also offer personal support services such as scheduling, organizing records, or helping with special projects, so you get help where you really need it:
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Checking and maintaining personal calendar: SDS will check the calendar and set-up reminders for important appointments
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Taking care of your travel bookings
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Assisting with computer tasks such as email or password management
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Organizing and creating filing systems for important household information and documents: SDS will create a filing system that works best for the client
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Organizing special events or travel
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Coordinating special projects: SDS will help the client with the organization and coordination of extraordinary projects like relocation, home remodeling or downsizing
How Much Does It Cost?
The answer is: it depends. It depends on the range of services you need, on the complexity of your finances, and on the interval of visits you request.
Services are billed by the hour. The table below gives you a general idea of the costs, showing different scenarios. Call us for getting a personalized estimate.​
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Note: Because the initial setup requires extra time (sorting bills, creating systems, organizing paperwork), the first 1–3 months may incur higher costs. Once everything is in place, ongoing service is more efficient.